Andy Cruse - Restricted Whole of Market AdviserRestricted Whole of Market Adviser for older people and their families
What does it do?
I am a Restricted Whole of Market Adviser to older people and their families.
I do this in whichever way suits my client - in their home or at my office or by phone..
My particular specialisms are:
- Paying for care
- Equity release
- Inheritance tax planning
- Savings and investments
- Financial Advice for Disabled Adults & Parents of Children with Disabilities
Who it is for?
Older people and their families.
Where it is available?
What it costs:
I charge a fee and commission for my services.
How to access or apply for it:
Please phone or email me, as above.
My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.